Monday, January 29, 2007
Sector Spotlight: Japan
This weekend, Citigroup announced plans to greatly increase its presence in Japan. Considering Japan's auto makers are crushing ours, coupled with the fact that Japan's banking system is breaking out of a multi-decade slump, I like my chances investing in the world's 2nd largest economy.
My favorite aggressive way to play the NIKKEI is through structured call warrants: NKZ-wt or NKI-wt.
Or, if you want to play the banking system directly, look at NMR and MTU.
Additionally, I like CAJ, SFTBF, ASGLY and KUB.
As for today's trading:
Even though the NASDAQ is lagging the DOW, I sense a bullish tone, so far. Naturally, with earnings due, one has to be careful not to poleax himself. Nonetheless, I like my chances on eating some bear liver this week.
Finally, I saw NWS took a 5% stake in RGRP.ob-- somewhat interesting. Also, as usual, I like the action in some of the Telecom stocks, especially GLDN, NZT, TKG, FRP and ROS.
NOTE: AAPL looks ready to punch some shorts' teeth out.
NOTE II: Please take the new "Fly Survey." Are you net long or short?
My favorite aggressive way to play the NIKKEI is through structured call warrants: NKZ-wt or NKI-wt.
Or, if you want to play the banking system directly, look at NMR and MTU.
Additionally, I like CAJ, SFTBF, ASGLY and KUB.
As for today's trading:
Even though the NASDAQ is lagging the DOW, I sense a bullish tone, so far. Naturally, with earnings due, one has to be careful not to poleax himself. Nonetheless, I like my chances on eating some bear liver this week.
Finally, I saw NWS took a 5% stake in RGRP.ob-- somewhat interesting. Also, as usual, I like the action in some of the Telecom stocks, especially GLDN, NZT, TKG, FRP and ROS.
NOTE: AAPL looks ready to punch some shorts' teeth out.
NOTE II: Please take the new "Fly Survey." Are you net long or short?
Comments:
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SMH looking a little better. If TXN moves up it should move to the upside although I wouldn't bet the ranch. Gold stocks look like they are ready to follow the oil stocks down. Copper sinking again.
Getting pretty ugly in wing-world today – when’s it time to add to position?. BTW-dinner there Sat night - packed house, huge wait, mostly families. Found it interesting that so many pay extra for all the extras (celery, extra sauces, sauce bottles, a those great chips) when looking around the tables. Like the fact the food/extras is relatively cheap (>$25 for two), but we were there two hours with a $40 more for Sam Adams specials. DanL
# posted by 
: 12:18 PM
: 12:18 PM
I've only been to Buffalo Wild Wings once. It sucked so bad I never went back. Your mileage may vary.
You smell that? Do you smell that? Napalm, son. Nothing else in the world smells like that. I love the smell of napalm in the morning. You know, one time we had a hill bombed, for twelve hours. When it was all over I walked up. We didn't find one of 'em, not one stinkin' dink body. The smell, you know that gasoline smell, the whole hill. Smelled like... victory. Someday this war's gonna end...
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